Bari Walter Bell

Regal Investment Advisors LLC

40 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Regal Investment Advisors LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

107 advisors

Number of Clients

7,859 clients

Average Client Portfolio

$311K average

Assets Under Management

$2.4B

Fee Structure

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	2.50%
$500K - $1.0M	2.25%
$1M+	2.00%

Fees are negotiated on an IAR-by-IAR, client-by-client, or account-by-account basis.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

2687 44th Street Se, Kentwood, MI, 49512

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

November 1996

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Bari sells various insurance products, including term life, whole life, fixed insurance, and long-term care (renewals only). These activities take minimal time overall.

Employment History

Current Registrations

Regulus Financial Group, LLCBroker

September 2014 - Present · 11 yrs 5 mos

Regal Investment Advisors LLC

June 2011 - Present · 14 yrs 8 mos

Previous Registrations

American Portfolios Advisors, INC

May 2010 - December 2011 · 1 yr 7 mos

American Portfolios Financial Services, INC.Broker

January 2010 - September 2014 · 4 yrs 8 mos

Sagepoint Financial, INC.Broker

October 2005 - January 2010 · 4 yrs 3 mos

Sunamerica Securities, INC.Broker

July 1997 - October 2005 · 8 yrs 3 mos

Mariner Financial Services, INC.Broker

June 1996 - July 1997 · 1 yr 1 mo

Franklin Financial Services CorporationBroker

March 1993 - June 1996 · 3 yrs 3 mos

Pruco Securities CorporationBroker

January 1985 - March 1993 · 8 yrs 2 mos

The Prudential Insurance Company of AmericaBroker

January 1985 - March 1993 · 8 yrs 2 mos

State Registrations3 states

AZFLMI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.